Coming in December
CPE Built For
Accounting
Firms.
Practical cybersecurity and AI training written for how accounting firms actually work. Three courses, 7 CPE credits, taught in person in Huntington by Sam Vance of Vanguard Cyber.
- AI governance, so your team can use AI tools with confidence
- A WISP that works under the FTC Safeguards Rule
- Email threat defense against wire fraud, fake IRS notices and malicious downloads
CPE credit pending sponsor approval. Join the list to be notified when dates and registration open.
Join the CPE Course List
No obligation. We will only email you about these courses.
Three Courses, 7 CPE Credits
Each course is basic level with no prerequisites, delivered as a live group session in Huntington, WV. Dates will be announced to the list first.
2 CPE Credits100 Minutes
AI Governance for Accounting Firms: Policy, Data, and Practical Controls
Where AI already shows up in your firm, from staff using ChatGPT or Claude to the AI built into tax and accounting software, and how to put a policy and controls around it that keep client data protected.
Participants will be able to
- Identify the common places AI is already in use at accounting firms, including tools adopted without approval
- Recognize the client confidentiality risk AI creates under AICPA rules and IRC 7216
- Distinguish consumer AI accounts from enterprise AI accounts by how each handles data
- Develop the core sections of a firm AI acceptable use policy
- Apply governance and technical controls that make the policy enforceable
3 CPE Credits150 MinutesWorkshop
Beyond the Template: Making Your WISP Work Under the FTC Safeguards Rule
A hands-on workshop for turning a template WISP into a plan your firm actually runs. Work through a data inventory, a gap check against the Safeguards Rule, and a 90-day section plan you take home.
Participants will be able to
- Identify the FTC Safeguards Rule and IRS requirements that apply to their firm
- Recognize why template WISPs fail in practice and in an examination
- Conduct a basic data inventory and risk assessment
- Map the required safeguards to controls their firm actually has
- Update their WISP to cover vendors, staff training, and AI use
- Develop an incident response plan that meets the FTC notification rule
2 CPE Credits100 Minutes
Email-Borne Threats to Accounting Firms: Wire Fraud, Fake IRS Notices, and Malicious Downloads
How wire fraud, business email compromise, fake IRS notices and disguised downloads reach accounting firms, and the verification steps and first-response plan that keep your firm and your clients protected.
Participants will be able to
- Recognize the common wire fraud and BEC schemes that target firms and their clients
- Identify the warning signs of fake IRS notices and malicious download links
- Distinguish a real document from a disguised executable file
- Develop a verification procedure for payments and banking changes
- Apply the first response steps when fraud or a compromise happens
Your Instructor
Sam Vance
Sam founded Vanguard Cyber, a Huntington-based IT and cybersecurity provider focused on accounting firms. Before that, he served as IT director of a publicly traded company under SOX compliance and spent years leading IT for a multi-location West Virginia accounting firm, protecting client data through the pressure of every tax season. These courses come straight from that work: practical steps that fit how firms actually operate.
Be the First to Know When Registration Opens
Coming in December. CPE credit pending sponsor approval. Join the list to be notified.
